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GenInnov Thoughts
Beyond Traditional Thinking
Unlocking unique opportunities through unconventional analysis and portfolio construction
Featured Articles on Innovation
Time Value of Everything
September 21, 2026
·
Nilesh Jasani
Plain Speak on Controls
September 15, 2026
·
Nilesh Jasani
2027 Theme: Memory by Design
September 10, 2026
·
Nilesh Jasani
All
Memory-Logic Fusion
GenInnov Tools
Inflationary Tech
Token Inequality
Silicon Shock
2026's Two Races
Custom Chips
Changing Internet
Unstructured Times
GenAI Revolution
Competitive World
Macro Policies
Beyond XaaS Model
Agentic AI
Physical AI
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When Ideation is not a Human Monopoly: From Mind to Brain
April 14, 2024
·
Nilesh Jasani
Killer Apps and the Rise of AI-Embodiment
April 10, 2024
·
Nilesh Jasani
Attention: A Mathematical Revolution with Far-Reaching Implications
April 7, 2024
·
Nilesh Jasani
The Semiconductor Spotlight: Mistaking Evolution for Revolution
April 4, 2024
·
Nilesh Jasani
Of Round-tripped Revenues and Capitalized Payables
March 29, 2024
·
Nilesh Jasani
Of Super Moore Exponentialities and Real-Life Implications
March 24, 2024
·
Nilesh Jasani
NVidia's AI Factory Vision to Shake Semis End-to-End
March 22, 2024
·
Nilesh Jasani
Lessons from Founders flocking to Giants
March 20, 2024
·
Nilesh Jasani
Of wrong histories and limited viewpoints
March 18, 2024
·
Nilesh Jasani
The Semi hijack of GenAI
March 14, 2024
·
Nilesh Jasani
Lessons from AI Dolls
March 12, 2024
·
Nilesh Jasani
AI's E=MC^2
February 23, 2024
·
Nilesh Jasani
By Sean Darby: Innovations in Advanced Materials and Fine Chemicals
February 22, 2024
·
Nilesh Jasani
Royal Rumble: Big-7 at each other's Throats
February 20, 2024
·
Nilesh Jasani
The Super Moore Era
February 17, 2024
·
Nilesh Jasani
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AI Control
Memory-Logic Fusion
GenInnov Tools
Inflationary Tech
Need At Any Price
Token Inequality
Silicon Shock
Custom Chips
2026's Two Races
Changing Internet
Unstructured Times
Macro Policies
Entertainment
Agentic AI
Physical AI
AGI and General Intelligence
Agritech
Agritech
Multimodality
Professional Services
Quantum Computing
Super Moore Era
Archeology
Competitive World
Generative Analysts (GenRAs)
Gaming
Sports
Edge Computing
Beyond XaaS Model
Old AI vs. New AI
Machine Innovators
Micro-personalized Health
Humanoid Age
Large, Long-term Innovations
Instant Copiability
Hardware/Software Flip
Polyglot Machines
Transformer Math
Innovation Era
The Fourth Macro Sector
GenAI Revolution
Scientific Advance
Environment
Software
Diagnostics
Education
Clean Tech
Mobility
Healthcare
Biotech
Consumer Electronics
Robotics
Technology
